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CFS Investment Advisory Services’s Franklin Resources BEN Stock Holding History

CFS Investment Advisory Services’s Portfolio BEN Stock Details BEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-173,104
Closed -$6K – 240
2022
Q1 		$6K Buy
+173,104
New +$5.29M 0.03% 190

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
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Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CFS Investment Advisory Services's BEN Position: Q2 2022 in Review

CFS Investment Advisory Services sold out of Franklin Resources (BEN) in Q2 2022, closing a stake of 173,104 shares — an estimated $6K sold.

CFS Investment Advisory Services first reported a position in BEN in Q1 2022 and held it in 1 quarter. The position peaked at $6K in Q1 2022. 541 funds tracked by Wall St. Rank hold BEN as of Q2 2022.

  • CFS Investment Advisory Services reported no remaining Franklin Resources position as of Q2 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 173,104 Franklin Resources shares in Q2 2022, an estimated $6K.
  • CFS Investment Advisory Services first reported a position in Franklin Resources in Q1 2022 and held it in 1 quarter.
  • CFS Investment Advisory Services's Franklin Resources position peaked at $6K in Q1 2022.
  • 541 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2022.

Based on CFS Investment Advisory Services's 13F filing for Q2 2022, filed 16 Aug 2022.